Documents Module

Overview Screenshots Features & functionality

Easily generate personalized PDF/Word documents, share them on portals, and organize them in the cloud with adjustable access. Centralized templates enhance convenience and efficiency.

Key Benefits:

Centralized online document management.
Generate documents from templates.
Easy online file sharing with parents or staff.
Adjustable access for optimal organization.

Features:

Document Directory:

Document Generation:

From a personalized template (e.g., school certificate, graduation certificate, contract).
Individually or in bulk.
Based on a Word document template for precise formatting.
Generated in PDF or Word format.
Communicate the document via portal or email.

Easy File Sharing:

Share documents online with parents or staff simply and effectively.

Customization and Flexibility:

Customize document templates to meet your institution’s specific needs.
Generate and share documents with a few clicks, while controlling access for better organization.

Module screenshots

Features & functionality

Administration

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Document containers

Creation of containers (e.g. passport, certificate, diploma, etc.)
Set access rights by profile
Definition of the scope of application (e.g. by level, type of person)
Ability to enable automatic generation from a template

Upload and manage documents

Manual or mass upload of documents by the admin team
Uploading of documents by parents, guardians or staff via the portal
Update documents at any time (e.g. renew passport)
Mass document deletion
Conditional deletion by criteria (e.g. expired passport)

Mass processing

Bulk download of documents (ZIP archive)
Group deletion
Mass emailing (with individualized attachments)
Dynamic selections by criteria (profiles that have not provided a document, etc.)

Document generation

Creation of custom templates (via integrated editor or Word)
Customization of the format (A4, badge, free format)
Adding dynamic data from Eduka (name, class, photo, etc.)
Word-compatible MergeFields
Use of advanced functions (date, formats, conditions, etc.)
Setting margins, dimensions, header/footer, etc.
Sorting and grouping models by category or module
Document generation:
- Individually from a sheet
- En masse by selection
- Self-service by users from the portal

Delivery of generated documents

Stored in a container
Local download
Automated send via email (with mail merge)
Group printing
Display in the Eduka portal
Add to the history of generated documents

Personalized badges

Creation of badge templates (HTML or Word)
Insert photos, logos, colors, fonts…
Add barcodes (eg: external_id)
Custom formats (e.g. A7 landscape badge)
Group or individual generation

File sharing (cloud type)

Personal files (visible only to the user)
Files for administration (shareable with defined profiles)
Public files (viewable by parents/staff via portal)
Assignment of read/write rights
Downloading shared files via portal

Hyperlinks in forms

Uploading a PDF or other file from the database
Generating a unique link to the document
Inserting the link into a form (admission, re-registration, etc.)
Downloadable display of the document in the form

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Key Benefits: